“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+3
We are a brazilian independent wealth management team with a specific focus on advising a carefully chosen group of families and foundations in effectively managing their portfolios across diverse asset classes. Our primary objective is to safeguard and grow the wealth of our clients who align with our values and place their trust in our expertise and investment acumen. We can best be described as a fully outsourced investment office (OCIO). Our responsibilities include developing investment guidelines, allocating assets, and selecting the best managers for our clients. -------------------------------------------------------------------------------------- Somos uma equipe independente brasileira de gestao de recursos focada em aconselhar...
Wealth management,fund manager selection,global allocator,sustainability,operational efficiency,multi family office,outsourced cio,and fiduciary model
Pragma operates in the Investment management industry.
Pragma's revenue is $5.50m
Pragma has 51 - 200 employees.
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